Pickup Inventory

Action: PICKINV

Pick-Up Inventory is inventory in the shop that belongs to customers. In other words, you hold items for your customers in Pick-Up Inventory until they eventually come in, pay off their item and “Pick it Up”. You may also think of it as your “Layaway Inventory”.

All items Special Ordered and received or sold from Stock with a selected item status of pick up later will be kept in this file until the item is marked taken. When a special order item is received you can add the item directly into Pick-Up Inventory. However, receiving it via the Purchase Order Maintenance form is the recommended procedure. Items sold from Stock are automatically entered into the Pick-Up Inventory from the Ticket form if they are sold with a status of In by selecting “pickup later on the ticket screen".

UPDPICKNV security is required to edit, add, or delete a pickup inventory item.

Fields

PO item number...The PO item number is a sequential number automatically generated by ProfitSystem® and assigned to individual inventory items.

PO number...If this was a stock order item, the PO number for the stock PO will appear here. ProfitSystem® generates this number automatically when the PO is created.

Event info...If this was a special order for an event (wedding, prom, etc.) this will show the event number, name, and date. Double-click to display the Event form for this event.

Customer info...If this item was ordered for a customer (it’s not a stock order) the customers number and name will appear here. Double-click to display the Customer form for this event.

Primary & work phone...For the customer.

Quantity...The quantity of this item.

Style, size, color, width...The store style number and size, color, and width of this item.

Vendor number...The unique vendor code for the vendor supplying this item.

Manufacturer style...The vendors style code.

Description...The description for this item. This comes from the Retail Inventory.

Category, sub-category...The inventory category and sub-category for this item. This comes from the Retail Inventory.

Unit cost, Extended cost...Your unit and extended cost for this item.

Store number...Only applicable to the ProfitSystem Multi-Store Integration. Indicates the current location of this item. This is set automatically when the item is received from the PO, or placed into pickup inventory via being sold with a status of In.

You can change the store location if you have PICKSTORE security access. Invoice number...The invoice number from the manufacturer that was entered when you received the item.

Date received...The date that the item was placed into pickup inventory. This date is filled in automatically when a PO is received, or when an item sold from stock and has it’s ticket line item status set to In.

Received by.. The ID of the person who physically received the item (if it was a Special Order).

Scheduled Notification... Enter a date that this customer should be notified that the item has been received. This date may also be edited via the pickup notification form. Also controls when the item will appear on the Self Service web site, indicating to the customer the item is available for pickup.

Notified by... Enter a SA whom notified the customer that the item is awaiting pickup. This info may also be edited via the pickup notification form.

Date notified...This space is provided for entering the date when you last notified the customer about this item. To quickly enter the current date, click the right mouse button. To view a calendar, double-click.

Date of fitting...The date that the item left your store to be fitted.

Date due...The date that the item is to be returned to your store.

Date last taken out... The date the last time the was taken out of store by the customer.

Date brought back...If the item was taken from the store, then returned using the Pickup/Spec Order/Return button on the Ticket form, the date returned will appear here.

Fitting comments...This is for you to describe the results of the fitting.

Special instructions...These are the special instructions entered when the item was originally special ordered. You can edit the special instructions here if you need to add to them and then re-print the PO.

Buttons

Notes... Available to quickly access the event notes for the item when the sales ticket it was sold on is linked to an event.. When notes exist for the displayed item the lettering will be blue.

RCR...Displays the Returns/Cleaning/Repair form. Any RCRs entered for this item will be shown in the grid. A new RCR may be added or the RCR report printed. When an RCR record is present for the displayed item the lettering will be blue. Receive ... This function will start the PO Receive function to allow the user to receive an issued/open Purchase Order.

Print button...Allows you to print a Letter, Tag, or Mailing Label for the selected pickup inventory item. When you click it, you see a list of the letters, tags, emails,SMS or mailing labels that are set up to print for pickup inventory, and you can select one to print. If you only have one set up, it will print automatically. Much of the customer information and pick-up inventory information is available to be merged into the letters printed here. The merge information is set when the letter is created. Letters may be emailed or a text message e sent with the optional email marketing service.

Delete button*...Allows you to delete a pickup inventory item. Normally, pickup inventory items are automatically deleted when the customer picks up the item via the Ticket form, or if you use the Mark Items Taken form (located at Main->Inventory->Mark Items Taken), so manually deleting them from this form is not common.

Typically users delete Pick-up items to unreceived (un-received) the special order. Clicking the DELETE button when the item was originally Special Ordered will cause the system to prompt “Mark item as NOT received on PO?” You would answer yes if th e item had not really been received, and you want it to be marked as open on the PO. Answer no if the item was received and is now no longer in your store.

Add... Add/Create a new pickup inventory item.